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From the Microsoft Dynamics CRM Blogs: Great user experience; Hierarchical security; Upgrading from older releases; Ribbon problems

by Linda Rosencrance
Contributing Writer, MSDW

A selection of recent posts from the Microsoft Dynamics CRM blogs:

  • 10 Tips for Designing a Great User Experience in Dynamics CRM
  • Hierarchical Security Models in Dynamics CRM 2015;
  • Route for upgrading from older versions of Microsoft Dynamics CRM to CRM 2013;
  • CRM 2011/2013 - Ribbon Problems

10 Tips for Designing a Great User Experience in Dynamics CRM

On the Surviving CRM blog, Jukka Niiranen says that the user experience has always been an important piece of the puzzle when you're trying to convince business users that using a CRM system can actually deliver tangible benefits to them.

According to Niiranen, the launch of Dynamics CRM 2013 has really heightened the importance of designing solutions with a polished user experience. That's because the refreshed user interface and new customization points available in the UI can be leveraged to deliver a much more usable business application than the CRM systems of the past.

"But: you also need to plan the flow of user interactions with much more attention to detail, because sloppy customizations will now stick out like a sore thumb," he writes.

You can read about the 10 tips here.

Hierarchical Security Models in Dynamics CRM 2015

On the PowerObjects blog, Mr. JoeCrm tells us that in Microsoft Dynamics CRM 2015 a new addition has been made to the security model to provide hierarchical visibility based on the manager field in the user record. This new change will make it possible for managers to see records for the people under them.

The change will let a direct manager of a person read, ...

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.